We are in our cost analysis of this CRM/Workflow project. I will fo my best to outline the project, and it's design goals, as clearly as I can. Please PM or email me at jesse matlock at hot mail com with further questions. There is potential for additional projects, etc. if awarded to a freelance programmer.
This project has two main aspects, 1) the CRM (customer relation manager) and 2) the Work Flow Manager. I will describe the CRM module first:
This project aims to develop a fully featured, database driven CRM solution. Within the CRM we will need __ things:
1) Home page - the page where the user 'lands' upon login to the CRM - which can be customized for different preset roles.
2)Calendar - both a user specific calendar as well as view and admin-assigned access to other users calendar.
3)Daily Disciplines - this module, or tab, will consist of all CALLS, TASKS, PROJECTS and associated TASKS, etc. that are needed to be completed each day, with the ability to assign each of these items to a specific user (within roles).
A) CALLS are pretty self explanatory - the user will create a CALL task linked to one of the CLIENT TYPE's data. Each call will bring up the CLIENTS data file allowing input of conversation notes, updates, etc.
B)TASKS are again, self explanatory
C)PROJECTS are a main category that can have an unlimited number of tasks assigned to it.
D)MEETINGS - this will allow the user to allocate their own, or another users, calendar space for a specific event.
4)CONTACT TYPE 1 - This will house all of this type of contacts with name, number and address - with the ability to convert to CONTACT TYPE 2.
5)CONTACT TYPE 2 - This contact type will house all of the main contacts.
6) BUSINESS CONTACT1 and 2- These will house all of our business contacts, with Bus. name, address, phone and email, etc.. as well as ability to input separate data for employees at those companies (not linked with each other).
7) CLIENT PROCESS - This module, or tab, will house all the clients that are in a specified process, with the ability for admin assigned users to either view or edit data. Data to be edited includes all client contact info, dates of specific events in the process, etc.
8) DOCUMENT MANAGEMENT - This section will allow specified users to upload/preview/download documents to our database.
9)MARKETING MODULE - This module with be based upon 3 sections:
CAMPAIGN, STAGE AND STAGE TASKS
A campaign consists of stages and stages consist of tasks.
There can be unlimited campaigns, with unlmtd. stages, and each stage can have unlimited tasks.
Stages can be set to run immediately or can be delayed by hours, days, months, years.
Send an email using a template ( merging customer data)
Spool a merged document to print via template
Create Task and assign to user, (which would populate within the recipients TASKS list)
Schedule a Call and assign to user, (which would populate within the recipients CALL list)
Once the CAMPAIGNS STAGES and STAGE TASKS have completed, the CAMPAIGN will 'drop' those clients into the next (pre-assigned) Campaign. So the campaigns can 'feed' each other when one is completed.
Ability to either sync with OUTLOOK or, preferably, access ALL emails from within the system.
Process Pipeline - this will allow a 'mgr.' role user to view the progress of each users customer process work flow.
Simply GUI and Administration of users, roles, features, etc.
To get an idea of the usability we aiming for you can view most any CRM application (SugarCRM, BossCRM,TechExcel CRM, etc.) any of them 'paired' down to minimize unneeded modules, etc. would basically embody this project.
I would like to make clear that we are aware of the skill level and time needed to complete the project, as well as, what our cost internally would be to develop this with our programmers. We are seeking a cost analysis from outside freelancers to potentially complete this project. Anyone well versed in Flex, ActionScript, Java, etc. could develop this system without much trouble (as the 'contact' modules are simply renamed duplicates of each with minimal functionality added, etc.) If we receive a favorable bid and COMMITMENT for this project we will award it to a freelancer. To be quite honest, we prefer to support the freelance community and have other projects that our programming can be as, or more, effective on. We look forward to your input and bids. I hope this description has provided a clear picture of that we are looking for.